INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - VANGUARD SCOTTSDALE FDS ownership

VANGUARD SCOTTSDALE FDS's ticker is VGSH and the CUSIP is 92206C102. A total of 501 filers reported holding VANGUARD SCOTTSDALE FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of VANGUARD SCOTTSDALE FDS
ValueSharesWeighting
Q3 2023$64,742
-0.2%
1,1240.0%0.01%0.0%
Q2 2023$64,889
-1.4%
1,1240.0%0.01%0.0%
Q1 2023$65,799
+1.2%
1,1240.0%0.01%0.0%
Q4 2022$64,990
-0.0%
1,1240.0%0.01%
-8.3%
Q3 2022$65,000
-1.5%
1,1240.0%0.01%
+9.1%
Q2 2022$66,000
-1.5%
1,1240.0%0.01%
+10.0%
Q1 2022$67,000
-1.5%
1,1240.0%0.01%
-9.1%
Q4 2021$68,000
-1.4%
1,1240.0%0.01%0.0%
Q3 2021$69,0000.0%1,1240.0%0.01%0.0%
Q2 2021$69,0000.0%1,1240.0%0.01%
-15.4%
Q1 2021$69,0000.0%1,1240.0%0.01%
-7.1%
Q4 2020$69,000
+176.0%
1,124
+181.0%
0.01%
+133.3%
Q3 2020$25,0000.0%4000.0%0.01%
+20.0%
Q2 2020$25,0000.0%4000.0%0.01%
-16.7%
Q1 2020$25,000
+4.2%
4000.0%0.01%
+20.0%
Q4 2019$24,0000.0%4000.0%0.01%0.0%
Q3 2019$24,0000.0%4000.0%0.01%0.0%
Q2 2019$24,000
+9.1%
400
+11.7%
0.01%0.0%
Q1 2019$22,0000.0%3580.0%0.01%0.0%
Q4 2018$22,000
+4.8%
3580.0%0.01%
+25.0%
Q3 2018$21,000
-4.5%
358
-0.6%
0.00%
-20.0%
Q2 2018$22,0000.0%360
-2.4%
0.01%0.0%
Q1 2018$22,0003690.01%
Other shareholders
VANGUARD SCOTTSDALE FDS shareholders Q1 2021
NameSharesValueWeighting ↓
Gitterman Wealth Management, LLC 1,576,317$92,277,65943.88%
WIT, LLC 17,051$998,167,60625.35%
R. W. Roge & Company, Inc. 663,349$38,83224.86%
Alta Advisers Ltd 663,877$38,863,36023.20%
Cornerstone Wealth Advisors, Inc. 1,069,689$62,619,59422.75%
Defender Capital, LLC. 1,104,170$64,638,11222.57%
INSIGHT 2811, INC. 542,313$31,747,03419.63%
Magnolia Wealth Management, LLC 302,261$17,694,38717.82%
Chemistry Wealth Management LLC 776,661$45,465,75715.82%
Cordant, Inc. 387,428$22,680,03314.72%
View complete list of VANGUARD SCOTTSDALE FDS shareholders